Ned Steiger has extensive experience helping people make smart financial decisions. He is an active listener along with his skillset in navigating investments, who customizes the wealth management process to create a financial and investment plan to help clients pursue their goals. As a detail-oriented investor, he enjoys educating people to increase understanding and build confidence when making investment decisions.
Ned received his Master’s of Business Administration and Master’s of Science in Accounting degrees from the Northeastern University Graduate School of Professional Accounting in Boston after graduating from Hobart College. He also earned his Chartered Financial Analyst (CFA), a three-year exam process about ethics, wealth planning, and valuing assets. He began his career as a Certified Public Accountant (CPA) with PricewaterhouseCoopers in 1992. Later he applied his analytical skills to become a stock and bond research analyst with Bear, Stearns & Co. and other investment firms. At Trust Company of Connecticut (which is now Key Bank), Ned gained experience in portfolio management for individuals, institutions, and trustees. Ned worked alongside trustees to help them fulfill their fiduciary obligations in managing assets, providing distributions to beneficiaries, and understanding the administration of the trust documents.
Ned was an independent investment advisor for nine years at a private wealth firm in West Hartford. In 2021, Ned joined Commonwealth Financial Network® as an independent financial advisor to form Wealth Planning Advisors to offer families, individuals, and trusts his combined investment and tax experience to help meet their comprehensive wealth planning needs.
Ned is an active member in the community as a volunteer at the Hartford Foundation for Public Giving with the Catalyst Fund and serves on the board of the Hartford Estate & Business Planning Council. Ned also volunteers with the Community Foundation of Western Mass on the scholarship and grant making committees. He is also a former president and board member of the CFA Society of Hartford.
Ned is the proud father of three daughters. During the weekends, he enjoys spending time trying to improve his amateur skills in tennis, sailing, golf, cycling, and skiing.